Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 941,949 shares, which have been reported (via 13F filing form) to have a value of $77.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
233,752
shares
|
$19.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
78,764
shares
|
$6.48 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
56,782
shares
|
$4.67 Million
0.0% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
33,123
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 39.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
26,953
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
26,612
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,442
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,519
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
21,677
shares
|
$1.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
15,696
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
14,842
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 41.47%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
13,435
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
13,136
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,500
shares
|
$945,759
0.01% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$855,296
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
10,180
shares
|
$837,203
0.02% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
8,980
shares
|
$738,515
0.12% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,918
shares
|
$733,416
0.0% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$724,698
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
8,738
shares
|
$718,613
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
8,624
shares
|
$709,237
0.21% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,156
shares
|
$670,749
0.0% of portfolio
|
Q1 2025
Reduced 10.72%
|